To create and edit a Customer Birthday reward earning rule in Plumrocket Reward Points, navigate to Plumrocket -> Reward Points -> Earning Rules in your Magento admin panel. This rule allows you to reward customers on their birthdays, encouraging engagement and loyalty.
In this article, you can explore a detailed guide on how to configure rules properly, as well as review the most common use cases demonstrating how these rules can be applied for real offers.
General Configuration
Step-by-step guide:
- Select Customer Birthday in the Type field.
- Press the Continue button.
Step-by-step guide:
- Type the Rule Name.
- Choose whether the current rule should be Active.
- Select the Websites for which the rule should be applied.
- Select the Customer Groups for which the rule should be applied.
- Specify the Active From Date.
- Specify the Active To Date.
- Select the rule Priority.
Conditions
Step-by-step guide:
- Set the rule Conditions: set the specified requirements for the customers that should receive the reward points or leave it blank to cover all customers with this rule.
Actions
Step-by-step guide:
- Specify the Reward Points Amount.
- Discard Subsequent Rules: choose whether or not to apply other earning rules after this one. If set to Yes, no subsequent rules will be processed; if No, other eligible rules may still apply.
Descriptions
Step-by-step guide:
- Set the Default Rule Label for All Store Views: this option allows admin to add the default rule label for all store views.
- Set the Default Store View: enter the rule label for the specific Store View.
- Save the changes.
Use Case Examples
Example 1: Reward Customers with Birthday Points
Scenario
You want to send birthday reward points automatically to customers on their special day as a gesture of appreciation.
Expected Result
Each customer will receive the configured amount of reward points (e.g., 200 points) on their birthday. The points are added automatically once per year, creating a positive brand impression and encouraging return visits around the customer’s birthday.
Rule Configuration
Step-by-step guide:
- Leave Conditions empty to apply the rule for all the customers.
- Specify the Reward Points Amount that should be granted to all customer on their Birthday (for example, 200 reward points).
Example 2: Birthday Points for Customers in Specific Countries
Scenario
As part of a regional promotion, you want to send birthday points only to customers from a certain country (e.g., Australia).
Expected Result
On their birthday, customers whose account country is set to Australia will receive reward points (e.g., 300 points). Customers from other countries will not be affected by this rule. This allows for targeted marketing based on location.
Rule Configuration
Step-by-step guide:
- Configure the Country condition to ensure that only specific customers (for example, from Australia) will activate this rule.
- Specify the Reward Points Amount that should be granted to the customer on their Birthday (for example, 300 reward points).
